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Oleg N. Zviagin

Principal/Chief Compliance Officer/Managing MemberElevate Planners, LLCCRD 6116587

About Oleg N. Zviagin

Oleg N. Zviagin is listed as Principal/Chief Compliance Officer/Managing Member at Elevate Planners, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Elevate Planners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Oleg N. Zviagin work?

Oleg N. Zviagin is listed as Principal/Chief Compliance Officer/Managing Member at Elevate Planners, LLC on SEC Form ADV.

How much of Elevate Planners, LLC does Oleg N. Zviagin own?

Form ADV reports a beneficial ownership band of Over 75%.

Elevate Planners, LLC

TitlePrincipal/Chief Compliance Officer/Managing Member
OwnershipOver 75%
Control personYes
Since2024
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